▶ 13:07 · $SEMOR-SURGICAL · Semor Surgical publishes largest open surgical robotics dataset (150k trajectories) and achieves SOTA in autonomous suturing

episode briefing

GTC SJ 2026: Physical AI for Healthcare Robotics - Simulation-First Design & Accelerated Development

2026-08-10 · 7 company · 4 thematic

sentiment

6 bull0 bear1 neu

speakers

filipo fukori

Practicing surgeon leading robotic surgery fellowship at largest Northeast US health system. Runs predictive analytics lab for surgical performance. Collaborates with NVIDIA on surgical ontologies, Cosmos simulation, and video-language models for surgical data annotation.

axel

Academic surgical roboticist publishing in Science Robotics (2022, 2024). Founded Semor Surgical to commercialize autonomous soft tissue surgery. Built largest open surgical robotics dataset (150k trajectories). Collaborates with NVIDIA on Groot fine-tuning and Cosmos world models.

yossi

Swiss medtech founder addressing orthopedic surgeon shortage with FDA-cleared dual-arm humanoid robot. Instrument/implant agnostic architecture. Uses NVIDIA simulation stack (Cosmos, Isaac SIM) for scalable training before OR deployment. Focus on hard tissue (spine, joints, long bones).

quote

“we collected over 150,000 trajectories with kinematics. That's the largest surgical robotic data set published... we showed that we can outperform the state-of-the-art in suturing with this crude age model... on only 33% of the data set we…”

—axel

now playing · $SEMOR-SURGICAL

$ISRG···bullish· mediumfilipo fukori

Intuitive Surgical holds 30%+ share in minimally invasive surgical robotics market

Intuitive's da Vinci system dominates the soft tissue surgical robotics market with over 30% share, and their SimNow simulator represents the current state-of-the-art for surgical…

$ISRG···neutral· mediumfilipo fukori

Intuitive's simulator criticized as pixel-by-pixel rendering; NVIDIA Cosmos approach seen as superior

Filipo Fukori, robotic surgery fellowship director at Northwell Health, calls Intuitive's SimNow 'state-of-the-art' but notes it renders every pixel manually; his team is building…

$SEMOR-SURGICALbullish· highaxel

Semor Surgical publishes largest open surgical robotics dataset (150k trajectories) and achieves SOTA in autonomous suturing

Semor Surgical's Open H dataset (150k trajectories, 1TB) and hierarchical policy framework achieve 100% success rates on fundamental surgical tasks and outperform state-of-the-art…

$SEMOR-SURGICALbullish· highaxel

Semor Surgical publishes largest surgical robotics dataset (150k trajectories) and shows Groot fine-tuning beats SOTA with 33% data

Axel (founder/CRO) presents hierarchical policy achieving 100% success on suturing subtasks, then autonomous cholecystectomy phase in vivo porcine model. Open-sourced 150k traject…

$MOON-SURGICALbullish· highaxel

Moon Surgical's camera control feature validated as near-term autonomous surgical win

Axel (Johns Hopkins professor, Semor Surgical founder) calls Moon's camera control 'super exciting' and a 'lower hanging fruit' for autonomous laparoscopic functions. Moon CEO Yos…

$LAMB-SURGICALbullish· highyossi

Lamb Surgical's FDA-cleared dual-arm humanoid targets orthopedic surgeon shortage with simulation-first training

Yossi (CEO/founder) frames orthopedic surgeon shortage (40% > age 60) as 'perfect storm' requiring physical AI. Lamb's two-arm humanoid with synchronized vision stabilizes bone wh…

$MOON-SURGICALbullish· highyossi

Moon Surgical CEO presents dual-arm humanoid architecture for hard tissue surgery with instrument-agnostic design

Yossi (CEO/founder) argues demographic crisis (40% of US orthopedic surgeons >60) requires physical AI in hard tissue; current single-arm robots are limiting. Moon's upper-torso h…

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▶ 13:07 · $SEMOR-SURGICAL · Semor Surgical publishes largest open surgical robotics dataset (150k trajectories) and achieves SOTA in autonomous suturing

episode briefing

NVIDIA

GTC SJ 2026: Physical AI for Healthcare Robotics - Simulation-First Design & Accelerated Development

2026-08-10 · 7 company · 4 thematic

sentiment

6 bull0 bear1 neu

speakers

filipo fukori

axel

yossi

quote

“we collected over 150,000 trajectories with kinematics. That's the largest surgical robotic data set published... we showed that we can outperform the state-of-the-art in suturing with this crude age model... on only 33% of the data set we…”

—axel

now playing · $SEMOR-SURGICAL

$ISRG···bullish· mediumfilipo fukori

Intuitive Surgical holds 30%+ share in minimally invasive surgical robotics market

Intuitive's da Vinci system dominates the soft tissue surgical robotics market with over 30% share, and their SimNow simulator represents the current state-of-the-art for surgical…

$ISRG···neutral· mediumfilipo fukori

Intuitive's simulator criticized as pixel-by-pixel rendering; NVIDIA Cosmos approach seen as superior

Filipo Fukori, robotic surgery fellowship director at Northwell Health, calls Intuitive's SimNow 'state-of-the-art' but notes it renders every pixel manually; his team is building…

$SEMOR-SURGICALbullish· highaxel

Semor Surgical publishes largest open surgical robotics dataset (150k trajectories) and achieves SOTA in autonomous suturing

Semor Surgical's Open H dataset (150k trajectories, 1TB) and hierarchical policy framework achieve 100% success rates on fundamental surgical tasks and outperform state-of-the-art…

$SEMOR-SURGICALbullish· highaxel

Semor Surgical publishes largest surgical robotics dataset (150k trajectories) and shows Groot fine-tuning beats SOTA with 33% data

Axel (founder/CRO) presents hierarchical policy achieving 100% success on suturing subtasks, then autonomous cholecystectomy phase in vivo porcine model. Open-sourced 150k traject…

$MOON-SURGICALbullish· highaxel

Moon Surgical's camera control feature validated as near-term autonomous surgical win

Axel (Johns Hopkins professor, Semor Surgical founder) calls Moon's camera control 'super exciting' and a 'lower hanging fruit' for autonomous laparoscopic functions. Moon CEO Yos…

$LAMB-SURGICALbullish· highyossi

Lamb Surgical's FDA-cleared dual-arm humanoid targets orthopedic surgeon shortage with simulation-first training

Yossi (CEO/founder) frames orthopedic surgeon shortage (40% > age 60) as 'perfect storm' requiring physical AI. Lamb's two-arm humanoid with synchronized vision stabilizes bone wh…

$MOON-SURGICALbullish· highyossi

Moon Surgical CEO presents dual-arm humanoid architecture for hard tissue surgery with instrument-agnostic design

Yossi (CEO/founder) argues demographic crisis (40% of US orthopedic surgeons >60) requires physical AI in hard tissue; current single-arm robots are limiting. Moon's upper-torso h…